INCOME TAX14 Sept 2026
Multi-asset funds' AUM grew 487% in 3 years vs 115% for flexi-cap: Should you invest in one or both for diversification?
Multi-asset funds have grown fast, with assets up 487% to ₹2.07 lakh crore in three years, while flexi-cap funds grew 115%. These funds spread money across equity, debt and gold, so gold and silver doing well in 2025 helped them. Flexi-cap funds still hold about three times more assets. If your portfolio is equity-heavy, adding a little multi-asset may smooth your ride.
Key Statutory Highlights
- Multi-asset funds saw their assets grow 487% to ₹2.07 lakh crore in three years, compared with 115% growth for flexi-cap funds.
- Multi-asset funds must invest at least 10% each across three or more asset classes, while flexi-cap funds invest at least 65% in equity.
- Flexi-cap funds still hold nearly three times the assets and more than four times the folios of multi-asset funds as of August 2026.
Actionable Advice for Taxpayers / Founders:Check your current mix of equity, debt and gold before switching or adding a multi-asset fund, and consider speaking to an adviser about your own goals and risk comfort.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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